Wellment Financial
Position in BILZ — PIMCO Ultra Short Government Active ETF
CIK 1940000
ELMHURST, IL
Position in BILZ
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$2,005,466
-$1,618,748 QoQ
Shares Held
19,862
-44.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
24.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BILZ Over Time
Shares Held
Position Value (USD)
All Filings in BILZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,005,466 | 19,862 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,624,214 | 35,967 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,434,955 | 43,828 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,291,125 | 32,521 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $582,912 | 5,760 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,540,025 | 15,275 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||